OCLQS Portal ODJFS Add/Remove a System User

Transcription

1 Description: OCLQS Portal ODJFS Add/Remove a System User This Job Aid describes the process of Adding or Removing a System User on the OCLQS Portal. In order to edit an existing system user, first remove the system user s role(s) and then add a new system user with the correct information. Alternate Flow A of the Job Aid describes the process of Removing a Role from an Existing System User. Alternate Flow B of the Job Aid describes the process of Adding a Role to an Existing System User. Appendix: The appendix at the end of this document includes a table of the key activities that each ODJFS system user role has permission to do in the OCLQS Portal. Related Job Aid(s): OCLQS Portal Account Management Step 1: Log In to the OCLQS Portal Log in as ODJFS User Note: If you do not have an OCLQS account, refer to the OCLQS Portal - Account Management Job Aid for the steps to create an account. Log in as ODJFS User Page 1 January 2017

2 Step 2: Enter Log In Information 1) Enter address and Password 2) Log In Note: If you do not remember your address and/or Password, refer to the OCLQS Portal - Account Management Job Aid for information on how to get log in information. 1 Enter and Password 2 Log In Step 3: Add System User Add System User Add System User Page 2 January 2017

3 Add User Step 4: Add User Add User Page 3 January 2017

4 Enter appropriate information for the user Step 5: Enter Information Note: Each program that the user needs access to must be checked in the Programs section. Enter information Page 4 January 2017

5 Save Step 6: Save User Save Page 5 January 2017

6 OK Repeat Steps 4 to 7 to add multiple system users. Step 7: OK OK Dashboard to return to the Dashboard Step 8: Add a User Note: The roles that have been added for this user will display in the list of users. Dashboard The process of Adding a System User is complete. The new user will receive an with an activation link for the OCLQS account. Page 6 January 2017

7 Alternate Flow A: Removing a Role for an Existing System User Description: This Job Aid describes the process of Removing a Role for an Existing System User on the OCLQS Portal. Complete Steps 1 to 3 of the main flow of this Job Aid and then start with Step A-1. Step A-1: Search for Existing System User Enter the name of the existing user in the Search field Enter name Page 7 January 2017

8 Step A-2: Name the name of the existing system user in the Name column name Step A-3: Remove Remove for the role that you would like to remove Remove Page 8 January 2017

9 Remove Access Step A-4: Remove Access User Note: Repeat Steps A-3 to A-4 to remove multiple roles for the system user. Remove Access Dashboard to return to the Dashboard Step A-5: Return to Dashboard Dashboard The process of Removing a Role for an Existing System User is complete. Page 9 January 2017

10 Alternate Flow B: Adding a Role for an Existing System User Description: This Job Aid describes the process of Adding a Role for an Existing System User on the OCLQS Portal. Complete Steps 1 to 3 of the main flow of this Job Aid and then start with Step B-1. Step B-1: Search for Existing System User Enter the name of the existing user in the Search field Enter name Page 10 January 2017

11 Step B-2: Name the name of the existing system user in the Name column name Add Role Step B-3: Add User Role Add Role Page 11 January 2017

12 Enter appropriate information for the user Step B-4: Enter Role Information Note: Each program that the user needs access to must be checked in the Programs section. Enter information Page 12 January 2017

13 Save Step B-5: Save Save Page 13 January 2017

14 OK Step B-6: OK Note: Repeat Steps B-1 to B-6 to add multiple roles for the system user. OK Dashboard to return to the Dashboard Step B-7: Remove Access User Dashboard The process of Adding a Role for an Existing System User is complete. Page 14 January 2017

15 Appendix: Roles for ODJFS System Users Description: The table below describes the key activities that each ODJFS system user role has permission to do in the OCLQS Portal. Owner Respond to Corrective Action Plans Serious Incidents Amendments Updates Director (Child Care Centers) Respond to Corrective Action Plans Serious Incidents Amendments Updates Licensing Admin Respond to Corrective Action Plans Serious Incidents Amendments Updates SUTQ Consultant Initiate Licensing Applications Fill Licensing Applications Submit Licensing Applications Initiate SUTQ Registrations Fill SUTQ Registrations Submit SUTQ Registrations Create system users can create users of any role except owner Initiate Licensing Applications Fill Licensing Applications Fill SUTQ Registrations Submit Licensing Applications Create system users can create Licensing Admin and SUTQ Consultant role users Fill Licensing Applications Fill SUTQ Registrations Fill SUTQ Registrations Page 15 January 2017